Winning Ways Paperback

Unlike thousands of practice management books that highlight the views and opinions of a single author, Winning Ways shares the insights of more than one hundred on-the-ground practitioners who are either engaged in running their own practices or provide professional services to advisors on how to build and run their practices. These individuals live and breathe practice management as part of their daily routine. They are the most qualified to tell advisors what works and what doesn’t, simply because they have the first-hand experience.

The book provides different – often conflicting - perspectives and approaches to building and running a
practice. It covers a broad range of topics – including charting and managing your course; managing and
operating your practice; strategies for growing your book of business; building and maintaining client
relationships; acquiring, retaining and segmenting clients; marketing to and communicating with clients;
and how to help clients manage risk.